Timothy Woodburn
Timothy Woodburn is a CFP-designated registered investment advisor at Buckeye Wealth Management LLC, based in Westerville, OH, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 252 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally based on this declining tiered schedule, computed quarterly and billed either in advance or in arrears. Annual fees and minimums are negotiable.
Fee Estimator
Location
155 Commerce Park Drive, Suite 2, Westerville, OH, 43082
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2022Regulatory
February 2022Employment Separation After Allegations
September 2021Employment History
Current Registrations
Buckeye Wealth Management LLC
Previous Registrations
Adaptation Financial Advisors INC.
Cambridge Investment Research, INC.Broker
Madison Avenue Securities, LLCBroker
Ing Financial Partners, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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